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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

219 hedge funds and large institutions have $5.97B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.15%
New
23
Increased
96
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

1
SFC
1
Strategic Financial Concepts
Texas
$41.2M
2
State Street
2
State Street
Massachusetts
$129M
3
Stifel Financial
3
Stifel Financial
Missouri
$172M
4
BEI
4
Benjamin Edwards Inc
Missouri
$138M
5
LPL Financial
5
LPL Financial
California
$360M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$3.56M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$25.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$786K
4
LGW
4
Leslie Global Wealth
Illinois
$482K
5
KW
5
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$123K -$40.4K -1,828 -25%
US Bancorp
177
US Bancorp
Minnesota
$116K +$74.1K +3,352 +176%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$114K +$64K +2,906 +127%
AAP
179
Arax Advisory Partners
Colorado
$106K +$22 +1 +0%
T
180
Transce3nd
Texas
$88K -$4.46K -202 -5%
SPIA
181
Steward Partners Investment Advisory
New York
$83.7K – – –
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$83K +$71.5K +3,237 +623%
NA
183
NewEdge Advisors
Louisiana
$68.4K +$44.4K +2,008 +185%
ACA
184
Aptus Capital Advisors
Alabama
$68.3K – – –
CFD
185
Creative Financial Designs
Indiana
$47.9K -$247K -11,160 -84%
SWM
186
Spire Wealth Management
Virginia
$44.8K -$40.9K -1,850 -48%
AUB
187
Atlantic Union Bankshares
Virginia
$38.5K +$38.5K +1,744 New
FWP
188
FAS Wealth Partners
Kansas
$38.3K +$331 +15 +0.9%
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$37.5K -$21.6K -977 -37%
CBT
190
Crews Bank & Trust
Florida
$36.5K – – –
CA
191
CoreCap Advisors
Michigan
$26.7K -$5.66K -256 -17%
AC
192
AlphaCore Capital
California
$25.4K +$22.1K +1,000 +667%
RFS
193
Richardson Financial Services
Massachusetts
$23.2K -$4.93K -224 -18%
AAS
194
Ameritas Advisory Services
Nebraska
$17.7K +$17.7K +800 New
AA
195
Ancora Advisors
Ohio
$16.7K – – –
HI
196
Harbour Investments
Wisconsin
$14.7K +$22 +1 +0.2%
PPA
197
Painted Porch Advisors
California
$14.5K +$14.5K +655 New
EWM
198
EPG Wealth Management
Georgia
$13.8K +$13.8K +625 New
RIA
199
Realta Investment Advisors
Delaware
$11.1K – – –
Citigroup
200
Citigroup
New York
$11.1K – – –
6 7
8
9 10